Kyle Brickhouse is a financial advisor with Corient in Houston, TX, holding a Series 65 designation and one year of industry experience. Prior to joining Corient, he worked at Duncan Family Office for four years and Deloitte Tax, LLP for three years. Corient offers investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Sarah Bracewell is a financial advisor at Corient in Houston, TX, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Avalon Wealth Management and TIAA. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Ashley Dominguez is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with VOYA since 2014 and also owns Houston Financial Wealth Management LLC. Outside of her advisory work, she volunteers as a Court Appointed Advocate with Child Advocates, supporting children in CPS custody during court proceedings, and is a member of the International Association of Women, attending meetings to network and support the advancement of women in business. VOYA Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures with a preference for recommendation-based, non-discretionary advice.

Pich Molyka Nhek is a Series 65-licensed advisor with Private Advisor Group, LLC and Weaver Capital Advisors, based in Houston, TX. Their prior experience includes roles at Sowell Management, Vattanac Investment Limited, Hattha Bank Plc., British American Tobacco, EY Cambodia Ltd., and the University of Houston. Nhek has no industry experience prior to 2023. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to third-party asset managers and turnkey asset management platforms.

Mauricio Castillo is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2024. Prior to that, he was with Insigneo Advisory Services LLC, PNC Investments LLC, PNC Bank, and BBVA USA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by AI-enabled research tools.

Michael Churchill is a CFP® with eight years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. He previously worked at STA Wealth Management, LLC for five years and ABIP, PC for four years. Outside of his advisory role, he is the president of Churchill Consolidated Group Inc., a company involved in accounting and tax preparation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection through affiliated and third-party managers, proprietary research, and portfolio construction incorporating mutual funds, ETFs, alternative investments, and custom indexing.

Andrew Kanaly is a financial advisor with Mercer Global Advisors Inc. in Houston, TX, holding a Series 65 designation and seven years of industry experience. Prior to joining Mercer, he spent 34 years at Kanaly Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs various strategies including multi-factor tilts, low-cost index vehicles, and tax management.

Joshua Ellison is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Chalice Capital Partners, Texas Capital Bank, Raymond James Financial Services, and JP Morgan. Ellison is based in Houston, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital assets.

Vern Montross is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been with City National Rochdale and RIM SECURITIES since 2014. Montross is based in Houston, TX. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs a multi-strategy investment process that combines quantitative and fundamental analysis, managing portfolios across various asset classes with a focus on discretionary and sub-advisory services.

Jeffrey Gardner is a financial advisor with Commonwealth Financial Network in Richmond, TX, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. He has worked at several firms, including Sagepoint Financial Advisors for 13 years and OSAIC for one year. Gardner also has involvement in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages client assets totaling over $210 billion. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and back-office services.

James Hromadka is a CFP® professional with 20 years of experience in financial advising, currently with Valic Financial Advisors since 2018. His prior experience includes roles at H.D. Vest Advisory Services, Lone Star College, and San Jacinto College. Outside of his advisory work, he serves as an officer in an outdoor activities club, including a recent role as president. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with a focus on discretionary portfolio management.

Michael Lauer is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at JPMorgan Securities LLC, JP Morgan Chase Bank, and Next Financial Group, Inc. before joining Valic Financial Advisors in 2021. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ryan Morehead is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including American Heritage Financial and The O.N. Equity Sales Company. Outside of advisory roles, he is also involved in entrepreneurship through Morehead Cleaning LLC and serves as a sports official. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and uses a range of analytical methods and investment strategies to serve its clients.

Javier Ramirez Carstens is a Series 66-licensed financial advisor with Citigroup Global Markets, based in Houston, TX. He has six years of industry experience, including three years at Citibanamex before joining Citigroup Global Markets in 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages bespoke discretionary solutions for large relationships.

Kira Hill is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and seven years of industry experience. She has worked previously at LPL Financial and has served as an agent for AGIA, selling non-securities insurance products. Outside of financial services, she works part-time as an internet safety rater, evaluating YouTube videos for age appropriateness and misinformation. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Samuel Frankfort is a financial advisor with Corient, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He previously worked at Rock & Co LLC and Rockefeller Financial LLC from 2020 to 2024, and at Raymond James & Associates from 2016 to 2020. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing continuous portfolio monitoring and risk management tools.

Dylan Mc Dowell is a financial advisor at Corient with seven years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Avalon Advisors, LPL Financial, and AXA Advisors. Corient offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary and third-party strategies with ongoing risk management and customized asset allocation.

Amanda Pilkerton is a CFP® professional with 19 years of industry experience, currently serving at Prime Capital Financial. She has worked at Prime Capital Investment Advisors, Cetera Advisor Networks, United Capital Financial Advisers, and Giriard Securities. In addition to her advisory role, she provides referrals for Medicare Supplement plans and is an insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, and family office solutions, utilizing a variety of investment strategies and maintaining an affiliated tax advisory subsidiary.

Matthew Speed is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds a Series 66 license and previously worked at LPL Financial and Texas Dow Employees Credit. Outside of his advisory role, he volunteers teaching personal finance and economics at Bluebonnet Homeschool Scholars Cooperative. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, and financial planning services, utilizing multiple program options through its AccessPoint platform and third-party asset managers.

Louis Mayor is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has five years of industry experience, including roles at Northwestern Mutual and MassMutual before joining Guardian Life and Park Avenue Securities. Based in Houston, TX, his background includes a mix of wealth management and investment services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs using both proprietary and third-party models.